Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Schwab U.S. Broad Market ETF " in their Schedule of Assets, totaling $305K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BETTERMENT HOLDINGS, INC BETTERMENT 401(K) SAVINGS PLAN | NEW YORK NY | 503 | $89.4M | $245K |
| 2 | HOMETAP EQUITY PARTNERS LLC HOMETAP EQUITY PARTNERS 401(K) PLAN | BOSTON MA | 248 | $12.9M | $30K |
| 3 | CONCENTRIC GROUP, INC. CONCENTRIC ADVISORS 401(K) RETIREMENT PLAN |
KIRKLAND WA |
| 264 |
| $20.0M |
| $9K |
| 4 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $7K |
| 5 | PLATFORM SCIENCE, INC. PLATFORM SCIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 318 | $24.0M | $5K |
| 6 | BITLY, INC. BITLY 401(K) PLAN | NEW YORK NY | 173 | $22.4M | $3K |
| 7 | CAPSULE CORP CAPSULE 401(K) PLAN | NEW YORK NY | 1,471 | $18.4M | $2K |
| 8 | KIWICO, INC. KIWICO, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 148 | $9.9M | $2K |
| 9 | SPIFF, INC. SPIFF, INC. 401(K) PLAN | SANDY UT | 226 | $5.5M | $2K |
